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Vanguard Short-Term Bond ETF

1,023 hedge funds and large institutions have $20.8B invested in Vanguard Short-Term Bond ETF in 2021 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 504 increasing their positions, 290 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 290

56% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 66

12% more capital invested

Capital invested by funds: $18.7B → $20.8B (+$2.15B)

11% more funds holding in top 10

Funds holding in top 10: 125139 (+14)

3% more funds holding

Funds holding: 9931,023 (+30)

1.44% more ownership

Funds ownership: 63.76%65.2% (+1.4%)

Holders
1,023
Holders Change
+30
Holders Change %
+3.02%
% of All Funds
17.96%
Holding in Top 10
139
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+11.2%
% of All Funds
2.44%
New
103
Increased
504
Reduced
290
Closed
66
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCG
101
Opus Capital Group
Ohio
$22.9M -$4.75M -57,579 -17%
HL
102
HeadInvest LLC
Maine
$22.3M +$1.65M +19,964 +8%
A
103
AdvicePeriod
California
$21.7M +$450K +5,447 +2%
VCAM
104
Van Cleef Asset Management
Ohio
$21.4M +$4.65M +56,365 +28%
HP
105
HT Partners
Connecticut
$20.9M +$2.2M +26,668 +12%
BC
106
Burney Company
Virginia
$20.9M -$4.27M -51,735 -17%
FHC
107
Fort Henry Capital
West Virginia
$20.7M +$301K +3,649 +1%
PAG
108
Private Advisor Group
New Jersey
$20.7M +$3.48M +42,209 +20%
GGS
109
Galvin Gaustad & Stein
Arizona
$20.6M -$256K -3,103 -1%
OPS
110
Orion Portfolio Solutions
Nebraska
$20.4M +$535K +6,483 +3%
SFS
111
Sowell Financial Services
Arkansas
$20.3M -$471K -5,704 -2%
AI
112
Atria Investments
North Carolina
$20.2M +$2.21M +26,775 +12%
HI
113
Human Investing
Oregon
$20M +$3.93M +47,554 +24%
Prudential Financial
114
Prudential Financial
New Jersey
$19.6M +$964K +11,680 +5%
CB
115
Commerce Bank
Missouri
$19.5M +$2.49M +30,201 +15%
AA
116
ALPS Advisors
Colorado
$19.4M +$762K +9,230 +4%
BIG
117
Boothe Investment Group
Delaware
$19.4M +$1.38M +16,724 +8%
GSIS
118
Global Strategic Investment Solutions
Arizona
$19.2M +$19.3M +234,151 New
Jane Street
119
Jane Street
New York
$19.1M +$5.75M +69,685 +43%
BUB
120
BBVA USA Bancshares
Texas
$18.6M +$1.75M +21,160 +10%
CIA
121
Capital Investment Advisors
Georgia
$18.6M -$5.7M -69,084 -23%
LFS
122
Lutz Financial Services
Nebraska
$18.4M +$708K +8,582 +4%
Man Group
123
Man Group
United Kingdom
$18.1M +$11.1M +133,900 +156%
CFA
124
Cahill Financial Advisors
Minnesota
$18M -$382K -4,624 -2%
WWM
125
Wiser Wealth Management
Georgia
$17.8M +$5.28M +63,984 +42%

BSV Hedge Fund Activity: Q1 2021 in Review

1,023 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2021, worth a combined $20.8B — up 12% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new BSV positions and 66 closed out — a net gain of 37 holders — while 504 added to existing stakes and 290 trimmed.

The largest buyer was Wells Fargo, adding an estimated $387M. The largest seller was Victory Capital Management, cutting an estimated $155M.

  • 1,023 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2021, up from 993 in Q4 2020.
  • Funds reported $20.8B of Vanguard Short-Term Bond ETF stock for Q1 2021, up 12% quarter-over-quarter.
  • 103 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2021 and 66 closed out, a net change of +37 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2021 was Wells Fargo, an estimated $387M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2021 was Victory Capital Management, an estimated $155M sold.

Based on aggregated 13F filings for Q1 2021.